Welcome to our inaugural newsletter. My goal in writing these letters is to exchange investment insight with an engaged reader base. In this edition, I highlight what I see as a common misconception about China, talk about my visit to the most interesting place you may have never heard of, and take a look at the state of affairs in Hong Kong. Please do not hesitate to share this letter or reach out to me for further discussion.
I hope that you learn something new and thank you for reading. Click below to read on...
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